Team Financial Group’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Team Financial Group’s Portfolio WTPI Stock Details WTPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-9	Closed	-$283	–	273
2026 Q1	$283	Hold	9	–	–	﹤0.01%	270
2025 Q4	$288	Buy	9 +1	+13%	+$33	﹤0.01%	265
2025 Q3	$278	Hold	8	–	–	﹤0.01%	256
2025 Q2	$260	Buy	+8	New	+$248	﹤0.01%	250
2024 Q1	–	Sell	-1,044	Closed	-$33.1K	–	222
2023 Q4	$33.1K	Sell	1,044 -161	-13%	-$5.01K	0.02%	83
2023 Q3	$37K	Buy	+1,205	New	+$38.6K	0.03%	75

Other funds holding WTPI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWM

Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Team Financial Group's WTPI Position: Q2 2026 in Review

Team Financial Group sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2026, closing a stake of 9 shares — an estimated $283 sold.

Team Financial Group first reported a position in WTPI in Q3 2023 and held it in 6 quarters. The position peaked at $37K in Q3 2023. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

Team Financial Group reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 9 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $283.
Team Financial Group first reported a position in WisdomTree Equity Premium Income Fund in Q3 2023 and held it in 6 quarters.
Team Financial Group's WisdomTree Equity Premium Income Fund position peaked at $37K in Q3 2023.
85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.